Tag: Social Security trust fund

Cheerful senior man at home looking at his mail

The brief’s key findings are: One option for helping address Social Security’s long-term financial health is to shift a portion of its trust fund reserves into equities. Of course, equities would expose the program to greater financial risk. However, in terms of financial risk, both retrospective and prospective analyses suggest that equities would improve Socia…

Social Security cards over a newspaper with stock market information

The gains could be sizable and the risks are minimal.  In a recent Wall Street Journal column, I debated with Michael Tanner of the Cato Institute the merits of investing a portion of the Social Security trust fund in equities.  I, of course, think I won that debate!  Equity investment would likely increase investment returns,…